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Closing the sale: Two common planning strategies with a twist.
August 18 @ 2:00 pm - 2:30 pm
Join ORG and Mass Mutual as we discuss some advanced markets concepts such as:
Estate Equalization, Revisited. Don’t lose the equalization sale because the numbers look too big. This topic will cover the “Fair” and “Equal” approaches and illustrate how the “Fair” approach changes the mindset and closes the sale!
Split-Dollar Squared. Using corporate loans to fund a cross-endorsement buy-sell plan. This topic is unique and will cover the dual benefits of a double split-dollar plan for business owners.